Create a task for an order case line item

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Create a task for an order case line item.

    始める前に

    Role required: sn_order_case.creator, sn_order_case.agent, sn_customerservice_agent, admin

    手順

    1. Open an order case record in CSM Configurable Workspace.
    2. Select an order case line item in the Order Case Line list.
    3. Select Create task to display the Create New Case Line Task form.
    4. Enter information in the fields on the form.
    5. Select Save.
      The system displays the new case line task record.